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Bristol-Myers Squibb

2,470 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 992 increasing their positions, 1,017 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.58B

0.31% less ownership

Funds ownership: 77.33%77.02% (-0.31%)

2% less repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 1,017

3% less funds holding

Funds holding: 2,5382,470 (-68)

8% less capital invested

Capital invested by funds: $126B → $116B (-$9.75B)

14% less funds holding in top 10

Funds holding in top 10: 132113 (-19)

27% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 134

Holders
2,470
Holders Change
-68
Holders Change %
-2.68%
% of All Funds
42.54%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
992
Reduced
1,017
Closed
134
Calls
$1.98B
Puts
$1.58B
Net Calls
+$410M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
2126
Polaris Wealth Advisory Group
California
$257K -$24.5M -338,316 -99%
SFM
2127
Signet Financial Management
New Jersey
$257K -$9.5K -131 -3%
JSL
2128
JT Stratford LLC
Georgia
$257K +$18.8K +259 +8%
HFM
2129
Harvest Fund Management
China
$257K +$131K +1,800 +99%
DU
2130
Delphia (USA)
Ontario, Canada
$256K -$282K -3,893 -52%
SEEDPG
2131
S.E.E.D. Planning Group
New York
$256K
SB
2132
Strategic Blueprint
Georgia
$256K +$10.8K +149 +4%
KOC
2133
Koss-Olinger Consulting
Florida
$255K -$13.7K -189 -5%
ATWA
2134
Arbor Trust Wealth Advisors
Michigan
$254K
QPW
2135
Quantum Private Wealth
Florida
$254K
AWM
2136
Atticus Wealth Management
Florida
$253K
Members Trust
2137
Members Trust
Florida
$252K -$7.25K -100 -3%
CC
2138
Corton Capital
Ontario, Canada
$251K -$102K -1,404 -28%
CG
2139
CFO4Life Group
Texas
$251K -$13.1K -181 -5%
TP
2140
Tranquility Partners
Tennessee
$251K
BEI
2141
Benjamin Edwards Inc
Missouri
$250K -$379K -5,231 -60%
TCMP
2142
Thrive Capital Management (Pennsylvania)
Pennsylvania
$250K -$41.3K -569 -14%
ACM
2143
Armbruster Capital Management
New York
$250K
MWM
2144
Merriman Wealth Management
Washington
$249K -$73 -1 -0%
WW
2145
Westshore Wealth
California
$249K
NAG
2146
Northstar Advisory Group
New Jersey
$249K +$254K +3,508 New
LA
2147
Lifeworks Advisors
Michigan
$248K -$89.2K -1,230 -28%
FCAG
2148
First Capital Advisors Group
New Jersey
$248K +$39.1K +539 +18%
SICM
2149
Sustainable Insight Capital Management
New York
$247K -$66.3K -914 -21%
AS
2150
Altshuler Shaham
Israel
$247K -$9.14K -126 -4%

BMY Hedge Fund Activity: Q3 2022 in Review

2,470 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2022, worth a combined $116B — down 7.7% from $126B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BMY and 98 opened new positions — a net loss of 36 holders — while 1,017 trimmed existing stakes and 992 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 2,470 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2022, down from 2,538 in Q2 2022.
  • Funds reported $116B of Bristol-Myers Squibb stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 98 funds opened new Bristol-Myers Squibb positions in Q3 2022 and 134 closed out, a net change of -36 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2022 was Capital International Investors, an estimated $1.04B added.
  • The largest Bristol-Myers Squibb seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.